Tax compliance is one of the major services provided to our clients. We take a proactive approach to utilizing the tax codes, with the goal of minimizing taxpayers' overall tax liabilities. This includes monitoring our clients' tax situations throughout the year as a means of avoiding estimated tax penalties and unexpected tax results.

Tax services include:

• Tax return preparation
  • Individuals
  • Partnerships
  • Corporations
  • Non-profit
  • Limited Liability Companies
  • Estates and Trusts
  • Gift Tax
• Federal and State Tax Representation
• Tax Liability Planning and Consultation
• Multi-State Tax Issues
• Entity Formation Alternatives

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Financial Reporting

In our world of constant change, it is critical for business managers to obtain accurate and timely financial information in order to make well- informed decisions. We assist with both by providing our clients with the necessary financial statement information in compliance with the most recent accounting and auditing standards and then help them interpret the numbers in a meaningful fashion.

Financial Reporting services include:

• Audited, Reviewed and Compiled Financial Statements
• Personal Financial Statements
• Forecasts and Projections
• Internal Control Monitoring.

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The foundation for obtaining accurate and timely financial information stems from a well-established accounting system. We work closley with business owners and their staff to identify management's reporting needs and assist in developing useful trial balances and financial reports.

Computer/Management consulting services include:

• Establishing a Chart of Accounts
• Implementation of Accounting Procedures
• QuickBooks Set-up and Ongoing Consultation
• Payroll Reporting
• Bookkeeping Services
• Controller/CFO Services.

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Exiting a business is one of the biggest financial and emotional events that a business owner will experience. Despite this fact, there are few comprehensive resources to turn to for guidance and information about this extremely important decision. Private Equity Transitions, LLC, an affiliate of Bazzano & Rosenbloom, LLC, provides quality exit strategy advice, planning and execution to business owners. To learm more about exit strategies or transitioning your business click on the link below.
www.petransitions.com

Business Transition services include:

• Business Valuations
• Comprehensive Analysis of Business Owners' Financial Standing
  • ESOPs
  • Management Buyouts
  • Private Equity Groups
  • Gifting Business Interests
  • Risk Management
• Business Brokerage services include:
  • Tax Savings Strategies
  • Due Diligence Assistance
  • Purchasing/Selling Negotiations